Named account signup

Sales-assist

Seat-based

Usage-based

Activate this play

Product trigger

New decision maker signs up from a target account

About this play

A decision maker just signed up to one of your workspaces. They might have different expectations when signing up, and will likely not use the same features as the end users in that account. Reach out and ask about their business priorities as it relates to your tool. Pitch them alignment between their priorities and the benefits of a paid plan. Share case studies to back up your claims.

Actions to take

Review the account’s product usage.
Research and connect with the decision maker on LinkedIn.
Create a new opportunity in your CRM.
Add the decision-maker to a sequence.
Share a case study of a similar company and/or use case (as well as other helpful resources) relating to efficiency and ROI.

Recommended message

Ask how your product can align with their priorities and mention how end users are leveraging your product. Offer paid plans with admin functionalities.

Outreach to end-user

FILL IN THE BLANK TEMPLATE

Subject line: [Potential Roadblock Relevant to Decision Maker] in [Your Product Name]

Email copy:

[First Name] - Great to see you join the team in [Your Product Name].

Seeing how [Output of Product Usage] ([Quantifiable Version of Product Output]), [Decision-Maker Priority] must be top of mind.

Same things happened at [Similar Customer A]. We deployed our [Premium Feature]. They saw [Benefit of Deploying Premium Feature].

Does that align with your priorities?

Best,

[Sales rep’s signature]

TEMPLATE PUT INTO PRACTICE

Subject line: Non-authorized access in ClickUp

Email copy:

Stephen - Great to see you join the team in ClickUp.

Seeing how many docs your team has created and shared (350 docs this month), security must be top of mind.

Same things happened at Netflix. We deployed our access management capabilities and roles. They saw a 90% decrease in non-authorized access to internal docs.

Does that align with your priorities?

Best,

Jacob

Copy this email

How Calixa helps yourun this play

Calixa identifies decision-makers and helps you gain context on the account so that you know what to share/pitch to drive sales conversations.

Most popular plays

Enterprise

Billing owner update

Someone from the finance or general admin team has taken billing ownership? Consolidate the account on an enterprise plan with this PLG Sales Play. Learn WHY you should reach out, WHO to reach out to, and WHAT messages to send to get replies and book sales meetings.

View this play

Upsell & Expansion

Heavy onboarding support

Accounts with 3 low-severity support tickets have an 80% chance to upsell! Upsell while guaranteeing further success with this PLG Sales Play. Learn WHY you should reach out, WHO to reach out to, and WHAT messages to send to get replies and book sales meetings.

View this play

Sales-assist

Decision-maker reactivation

Decision-maker at one of your qualified accounts restarted using your product? Turn the account into a paid customer with this PLG Sales Play. Learn WHY you should reach out, WHO to reach out to, and WHAT messages to send to get replies and book sales meetings.

View this play